Momentous-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABSI",
  "CVBF",
  "ABBV",
  "GOOGL",
  "AVGO",
  "SAN",
  null,
  "RUM",
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  "META",
  "MA",
  "MSFT",
  "AAPL",
  "NVDA",
  "PG",
  "GLD",
  "TJX",
  null,
  "TEF",
  "POWW",
  "AMZN",
  "ESGV",
  "BND",
  null,
  "V",
  "WMT",
  null,
  "SCHF",
  "CRM",
  "ADP",
  "BRK-A",
  "BRK-B",
  "COST",
  "DFAX",
  "DFAC",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 49
Total Value: 141267828
Accession Number: 0002055574-25-000002
Form Type: 13F-HR
CIK: momentous-wealth-management
Manager Name: Momentous-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $141.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$647.3K

% of Portfolio:0.5% ($647.3K/$141.3M)

Alphabet Inc.

GOOG|02079K107

Shares:3.7K

Value:$573.2K

% of Portfolio:0.4% ($573.2K/$141.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.0K

Value:$462.8K

% of Portfolio:0.3% ($462.8K/$141.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.8K

Value:$437.6K

% of Portfolio:0.3% ($437.6K/$141.3M)

VISA INC.

V|92826C839

Shares:1.2K

Value:$410.4K

% of Portfolio:0.3% ($410.4K/$141.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.4K

Value:$371.3K

% of Portfolio:0.3% ($371.3K/$141.3M)

HOME DEPOT, INC.

HD|437076102

Shares:961

Value:$352.2K

% of Portfolio:0.2% ($352.2K/$141.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.1K

Value:$293.4K

% of Portfolio:0.2% ($293.4K/$141.3M)

Salesforce, Inc.

CRM|79466L302

Shares:1.1K

Value:$286.1K

% of Portfolio:0.2% ($286.1K/$141.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$280.4K

% of Portfolio:0.2% ($280.4K/$141.3M)

921910733

ESGV|921910733

Shares:2.8K

Value:$276.9K

% of Portfolio:0.2% ($276.9K/$141.3M)

NETFLIX INC

NFLX|64110L106

Shares:289

Value:$269.5K

% of Portfolio:0.2% ($269.5K/$141.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:882

Value:$269.5K

% of Portfolio:0.2% ($269.5K/$141.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.5K

Value:$252.6K

% of Portfolio:0.2% ($252.6K/$141.3M)

921937835

BND|921937835

Shares:3.3K

Value:$242.5K

% of Portfolio:0.2% ($242.5K/$141.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:832

Value:$239.7K

% of Portfolio:0.2% ($239.7K/$141.3M)

92206C599

Shares:943

Value:$232.7K

% of Portfolio:0.2% ($232.7K/$141.3M)

Walmart Inc.

WMT|931142103

Shares:2.6K

Value:$232.3K

% of Portfolio:0.2% ($232.3K/$141.3M)

ELI LILLY & Co

LLY|532457108

Shares:272

Value:$224.7K

% of Portfolio:0.2% ($224.7K/$141.3M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$221.8K

% of Portfolio:0.2% ($221.8K/$141.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +6.64% (+70) YoY-	All Managers (Combined)	$647.3K	0.5% ($647.3K/$141.3M)	QoQ +4.98% (+$30.7K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	3.7K	QoQ -1.31% (-49) YoY-	All Managers (Combined)	$573.2K	0.4% ($573.2K/$141.3M)	QoQ -19.04% (-$134.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	3.0K	QoQ +64.90% (+1.2K) YoY-	All Managers (Combined)	$462.8K	0.3% ($462.8K/$141.3M)	QoQ +34.71% (+$119.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.8K	QoQ +49.53% (+591) YoY-	All Managers (Combined)	$437.6K	0.3% ($437.6K/$141.3M)	QoQ +53.02% (+$151.6K) YoY-
VISA INC.(Vcusip92826C839)	1.2K	QoQ +3.17% (+36) YoY-	All Managers (Combined)	$410.4K	0.3% ($410.4K/$141.3M)	QoQ +14.40% (+$51.7K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	1.4K	QoQ +1.56% (+21) YoY-	All Managers (Combined)	$371.3K	0.3% ($371.3K/$141.3M)	QoQ +5.06% (+$17.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	961	QoQ NEW(+961) YoY-	All Managers (Combined)	$352.2K	0.2% ($352.2K/$141.3M)	QoQ NEW(+$352.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.1K	QoQ +77.15% (+493) YoY-	All Managers (Combined)	$293.4K	0.2% ($293.4K/$141.3M)	QoQ +13.68% (+$35.3K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.1K	QoQ +13.76% (-129) YoY-	All Managers (Combined)	$286.1K	0.2% ($286.1K/$141.3M)	QoQ -8.68% (-$27.2K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$280.4K	0.2% ($280.4K/$141.3M)	QoQ NEW(+$280.4K) YoY-
(ESGVcusip921910733)	2.8K	QoQ -5.38% (-161) YoY-	All Managers (Combined)	$276.9K	0.2% ($276.9K/$141.3M)	QoQ -11.65% (-$36.5K) YoY-
NETFLIX INC(NFLXcusip64110L106)	289	QoQ +5.09% (+14) YoY-	All Managers (Combined)	$269.5K	0.2% ($269.5K/$141.3M)	QoQ +9.94% (+$24.4K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	882	QoQ NEW(+882) YoY-	All Managers (Combined)	$269.5K	0.2% ($269.5K/$141.3M)	QoQ NEW(+$269.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$252.6K	0.2% ($252.6K/$141.3M)	QoQ NEW(+$252.6K) YoY-
(BNDcusip921937835)	3.3K	QoQ -18.69% (-759) YoY-	All Managers (Combined)	$242.5K	0.2% ($242.5K/$141.3M)	QoQ -16.96% (-$49.5K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	832	QoQ NEW(+832) YoY-	All Managers (Combined)	$239.7K	0.2% ($239.7K/$141.3M)	QoQ NEW(+$239.7K) YoY-
(cusip92206C599)✕	943	QoQ -25.57% (-324) YoY-	All Managers (Combined)	$232.7K	0.2% ($232.7K/$141.3M)	QoQ -29.29% (-$96.4K) YoY-
Walmart Inc.(WMTcusip931142103)	2.6K	QoQ +8.93% (+217) YoY-	All Managers (Combined)	$232.3K	0.2% ($232.3K/$141.3M)	QoQ +5.84% (+$12.8K) YoY-
ELI LILLY & Co(LLYcusip532457108)	272	QoQ NEW(+272) YoY-	All Managers (Combined)	$224.7K	0.2% ($224.7K/$141.3M)	QoQ NEW(+$224.7K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +10.69% (-128) YoY-	All Managers (Combined)	$221.8K	0.2% ($221.8K/$141.3M)	QoQ -20.05% (-$55.7K) YoY-